Financial Architects (New Jersey)’s Cemex CX Stock Holding History

Financial Architects (New Jersey)’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,521	Closed	-$16K	–	379
2020 Q2	$16K	Buy	5,521 +2,000	+57%	+$4.69K	﹤0.01%	568
2020 Q1	$7K	Buy	+3,521	New	+$11.9K	﹤0.01%	662
2019 Q4	–	Sell	-3,377	Closed	-$13K	–	919
2019 Q3	$13K	Hold	3,377	–	–	﹤0.01%	675
2019 Q2	$14K	Hold	3,377	–	–	﹤0.01%	801
2019 Q1	$16K	Hold	3,377	–	–	﹤0.01%	958
2018 Q4	$16K	Hold	3,377	–	–	﹤0.01%	859
2018 Q3	$24K	Hold	3,377	–	–	﹤0.01%	871
2018 Q2	$22K	Hold	3,377	–	–	﹤0.01%	783
2018 Q1	$22K	Hold	3,377	–	–	﹤0.01%	859
2017 Q4	$25K	Hold	3,377	–	–	﹤0.01%	906
2017 Q3	$31K	Hold	3,377	–	–	0.01%	830
2017 Q2	$32K	Sell	3,377 -1	-0%	-$9	0.01%	822
2017 Q1	$29K	Hold	3,378	–	–	0.01%	834
2016 Q4	$26K	Sell	3,378 -260	-7%	-$2.07K	0.01%	767
2016 Q3	$28K	Buy	3,638 +260	+8%	+$1.91K	0.01%	751
2016 Q2	$20K	Sell	3,378 -1	-0%	-$6	0.01%	782
2016 Q1	$23K	Buy	+3,379	New	+$16.6K	0.01%	560
2015 Q3	–	Sell	-1,216	Closed	-$10K	–	365
2015 Q2	$10K	Hold	1,216	–	–	﹤0.01%	787
2015 Q1	$10K	Hold	1,216	–	–	﹤0.01%	713
2014 Q4	$11K	Sell	1,216 -182	-13%	-$1.89K	﹤0.01%	641
2014 Q3	$16K	Hold	1,398	–	–	0.01%	505
2014 Q2	$16K	Buy	+1,398	New	+$15.9K	0.01%	543
2013 Q4	–	Sell	-1,399	Closed	-$14K	–	246
2013 Q3	$14K	Hold	1,399	–	–	0.01%	437
2013 Q2	$13K	Buy	+1,399	New	+$13.5K	0.01%	426

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Financial Architects (New Jersey)'s CX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Cemex (CX) in Q3 2020, closing a stake of 5,521 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in CX in Q2 2013 and held it in 24 quarters. The position peaked at $32K in Q2 2017. 201 funds tracked by Wall St. Rank hold CX as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Cemex position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 5,521 Cemex shares in Q3 2020, an estimated $16K.
Financial Architects (New Jersey) first reported a position in Cemex in Q2 2013 and held it in 24 quarters.
Financial Architects (New Jersey)'s Cemex position peaked at $32K in Q2 2017.
201 funds tracked by Wall St. Rank held Cemex as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.